CAE INVESTMENT ADVISORY, LLC
Firm details
- Headquarters
- LAFAYETTE, Indiana
- CRD number
- 334890
- Fee structure
- Subscription Fees, Fixed Fees
- Services
- Publication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cae Investment Advisory, LLC operates as a limited liability company focused on providing advisory services. The firm engages in activities such as publishing periodicals and newsletters, along with conducting educational seminars and workshops. While the firm does not identify as an active ESG investor, it maintains a unique position in the market through its educational initiatives. The firm is classified as unclassified and does not serve as a capital allocator or pension consultant. Its client base and business activities are tailored to meet specific advisory needs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1KEVIN KOHARKI
AdviserCRD 4827990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAFAYETTE, IN
TIPPECANOE
Location
LAFAYETTE, IN
Headquartered in LAFAYETTE, IN, anchoring the Lafayette-West Lafayette-Frankfort, IN metro in the Midwest.
- Metro area
- Lafayette-West Lafayette-Frankfort, IN
- Region
- Midwest
- County
- TIPPECANOE
- Address
- 237 Stacey Hollow Dr
- Time zone
- ET (UTC-5)
- Office locations
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